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Recent
@sama Solve Islam.
@sama No AI or policy snaps this overnight. Islam isn't a bug to debug; it's a 1400-year memeplex optimized for replication and resilience. 1/
@sama 1. Maximum truth-telling and criticism: Treat it as an ideology. Scrutinize texts, history, and outcomes without taboos. Ex-Muslims (Ayaan Hirsi Ali, Ibn Warraq), critics (Harris, Dawkins) highlight this. Support reformers, but don't pretend they represent Islam. 2/
๐๐ก๐ซ๐๐ ๐๐๐ฒ๐๐ซ๐ฌ. ๐๐ง๐ ๐๐จ๐ฆ๐ฉ๐จ๐ฎ๐ง๐๐ข๐ง๐ ๐๐๐ฏ๐๐ง๐ญ๐๐ ๐. ๐๐ก๐ ๐๐๐๐ ๐๐ก๐๐ฌ๐ข๐ฌ.
There's been a lot happening at IREN recently.
Expansion across North America, Europe and Asia-Pacific.
The NVIDIA partnership.
The Mirantis acquisition.
New GPU deployments.
New customer discussions.
A growing global footprint.
Underneath all of it is a fairly simple view of where the world is heading, and a deliberate strategy for how we position IREN within it.
That strategy is built on three layers. Together, they compound into a structural advantage that gets harder to replicate every quarter we execute.
Layer 1: Physical infrastructure. Power, land, substations, data centers, cooling. The foundation that everything else sits on.
Layer 2: Compute infrastructure. The GPUs, servers and networking that go inside those buildings. Deployed at scale. Generating revenue. Building execution track record.
Layer 3: Software and operational capability. The orchestration, deployment tooling and enterprise expertise that makes the first two layers work harder for customers, and opens the door to a broader, higher-value market over time.
Layers 1 and 2 are where the overwhelming majority of IREN's value is being created today. Layer 3 is where that advantage compounds further over time, but only because Layers 1 and 2 are built, owned and controlled at scale by IREN, not subscale nor contracted from a third party.
Think of Amazon. They didn't win e-commerce by building a great website. They won it by controlling the fulfilment infrastructure at a scale nobody else could replicate. The foundation you don't control becomes the ceiling on your business.
That is exactly how we think about IREN. The physical infrastructure - the land, the power, the substations, the data centers - is owned and controlled by us. The compute deployed into it generates the revenue and execution track record. And the software, orchestration and enterprise capability we are more methodically building on top is what turns the total product into a vertically integrated AI Cloud platform that compounds over time and deepens into a competitive moat.
AI is still early. The bottleneck is increasingly physical. And we have spent eight years building the foundations.
There's been a lot happening at IREN recently.
Expansion across North America, Europe and Asia-Pacific.
The NVIDIA partnership.
The Mirantis acquisition.
New GPU deployments.
New customer discussions.
A growing global footprint.
Underneath all of it is a fairly simple view of where the world is heading, and a deliberate strategy for how we position IREN within it.
That strategy is built on three layers. Together, they compound into a structural advantage that gets harder to replicate every quarter we execute.
Layer 1: Physical infrastructure. Power, land, substations, data centers, cooling. The foundation that everything else sits on.
Layer 2: Compute infrastructure. The GPUs, servers and networking that go inside those buildings. Deployed at scale. Generating revenue. Building execution track record.
Layer 3: Software and operational capability. The orchestration, deployment tooling and enterprise expertise that makes the first two layers work harder for customers, and opens the door to a broader, higher-value market over time.
Layers 1 and 2 are where the overwhelming majority of IREN's value is being created today. Layer 3 is where that advantage compounds further over time, but only because Layers 1 and 2 are built, owned and controlled at scale by IREN, not subscale nor contracted from a third party.
Think of Amazon. They didn't win e-commerce by building a great website. They won it by controlling the fulfilment infrastructure at a scale nobody else could replicate. The foundation you don't control becomes the ceiling on your business.
That is exactly how we think about IREN. The physical infrastructure - the land, the power, the substations, the data centers - is owned and controlled by us. The compute deployed into it generates the revenue and execution track record. And the software, orchestration and enterprise capability we are more methodically building on top is what turns the total product into a vertically integrated AI Cloud platform that compounds over time and deepens into a competitive moat.
AI is still early. The bottleneck is increasingly physical. And we have spent eight years building the foundations.
๐๐ก๐ ๐๐ข๐ ๐ข๐ญ๐๐ฅ ๐๐จ๐ซ๐ฅ๐ ๐๐ฌ ๐๐๐๐ฅ๐ข๐ง๐ ๐
๐๐ฌ๐ญ๐๐ซ ๐๐ก๐๐ง ๐๐ก๐ ๐๐ก๐ฒ๐ฌ๐ข๐๐๐ฅ ๐๐จ๐ซ๐ฅ๐
AI demand grows exponentially.
Infrastructure doesn't.
Every few months we see another meaningful step change in model capability. Better reasoning. Better coding. Better multimodal understanding. Better agents. The latest generation of frontier models feels like one of those moments.
Every time that happens, usage increases, new products emerge, enterprises deploy more workloads, and entirely new use cases become viable. All of those things compound on top of each other.
Think back to the dial-up era. The internet existed. Email worked. Websites loaded - eventually. But the sluggishness of the experience fundamentally constrained what people imagined doing with it. The technology's own limitations shaped the universe of perceived use cases.
AI is in exactly that phase right now. The friction of slow inference and expensive compute subtly depresses AI ambition and imagination. That friction is a function of compute scarcity. It will not persist.
And here is where it gets interesting. It's not just that more compute serves existing demand. It's that more compute creates demand that didn't previously exist. It's like building more highway lanes to reduce traffic. The lanes don't just move the cars that were already queuing, entirely new trips get made that nobody was taking before. People move further from the city. New suburbs get built. New businesses open along the route. New industries restructure themselves around the road.
AI compute behaves the same way. A manufacturer discovers they can run real-time process optimization across every plant simultaneously. A hospital system can model patient outcomes at a level of granularity that was previously unthinkable. A logistics company rebuilds its entire routing infrastructure around live AI inference. None of those use cases were in anyone's demand forecast, because they only became conceivable once the compute existed to make them viable.
The capacity doesn't just serve the demand that exists. It creates the demand that comes next. And then that demand creates the use case after that. It spirals up.
Jensen said it plainly on NVIDIA's most recent earnings call: "Today's data centers are revenue generating AI factories constrained by power." And then this: "Demand has gone parabolic. The reason is simple. Agentic AI has arrived. AI can now do productive and valuable work. Tokens are now profitable, so model makers are in a race to produce more."
Meanwhile the physical world moves slowly.
Permitting. Grid connections. Construction. Cooling systems. Power generation.
You can't just add another 5GW of capacity every time models improve and compute demand accelerates. The physics don't care that every industrial company on earth is about to integrate AI into its operations.
The real constraint in AI is increasingly time-to-compute.
AI demand grows exponentially.
Infrastructure doesn't.
Every few months we see another meaningful step change in model capability. Better reasoning. Better coding. Better multimodal understanding. Better agents. The latest generation of frontier models feels like one of those moments.
Every time that happens, usage increases, new products emerge, enterprises deploy more workloads, and entirely new use cases become viable. All of those things compound on top of each other.
Think back to the dial-up era. The internet existed. Email worked. Websites loaded - eventually. But the sluggishness of the experience fundamentally constrained what people imagined doing with it. The technology's own limitations shaped the universe of perceived use cases.
AI is in exactly that phase right now. The friction of slow inference and expensive compute subtly depresses AI ambition and imagination. That friction is a function of compute scarcity. It will not persist.
And here is where it gets interesting. It's not just that more compute serves existing demand. It's that more compute creates demand that didn't previously exist. It's like building more highway lanes to reduce traffic. The lanes don't just move the cars that were already queuing, entirely new trips get made that nobody was taking before. People move further from the city. New suburbs get built. New businesses open along the route. New industries restructure themselves around the road.
AI compute behaves the same way. A manufacturer discovers they can run real-time process optimization across every plant simultaneously. A hospital system can model patient outcomes at a level of granularity that was previously unthinkable. A logistics company rebuilds its entire routing infrastructure around live AI inference. None of those use cases were in anyone's demand forecast, because they only became conceivable once the compute existed to make them viable.
The capacity doesn't just serve the demand that exists. It creates the demand that comes next. And then that demand creates the use case after that. It spirals up.
Jensen said it plainly on NVIDIA's most recent earnings call: "Today's data centers are revenue generating AI factories constrained by power." And then this: "Demand has gone parabolic. The reason is simple. Agentic AI has arrived. AI can now do productive and valuable work. Tokens are now profitable, so model makers are in a race to produce more."
Meanwhile the physical world moves slowly.
Permitting. Grid connections. Construction. Cooling systems. Power generation.
You can't just add another 5GW of capacity every time models improve and compute demand accelerates. The physics don't care that every industrial company on earth is about to integrate AI into its operations.
The real constraint in AI is increasingly time-to-compute.
๐๐ฐ๐จ ๐๐ข๐ง๐๐ฌ ๐จ๐ ๐๐ง๐๐ซ๐๐ฌ๐ญ๐ซ๐ฎ๐๐ญ๐ฎ๐ซ๐. ๐๐ง๐ ๐๐จ๐ฆ๐ฉ๐จ๐ฎ๐ง๐๐ฌ ๐ญ๐ก๐ ๐๐ญ๐ก๐๐ซ.
When people talk about AI infrastructure, they tend to conflate two very different things. The distinction matters.
Layer 1 is the physical foundation - power, land, substations, data centers. Layer 2 is the compute that sits inside them - GPUs, servers, networking.
IREN has spent eight years securing that Layer 1 advantage. The land. The power. The substations. Data center sites being developed and built across multiple continents. We were building before it was obvious.
And we are deploying Layer 2 into it right now, at scale. GPUs online, generating revenue, building the operational track record that makes every subsequent deployment faster and more credible.
The barriers to entry are already forming. Developing a large-scale new data center today wonโt be online until the end of the decade. And the asset-light neocloud trying to compete by renting capacity is discovering that sites were locked up years ago, and the operators utilizing them arenโt subletting. By the time new entrants solve for land, power and permitting, IREN will have gigawatts online, execution track record, and customer relationships that took years to build. That gap doesnโt close. It compounds.
Vertical integration across both layers is not just a structural advantage, it is a commercial one. Controlling the physical infrastructure and the compute sitting on top of it means faster deployment, greater certainty for customers, tighter operational optimization, and lower dependency risk at every stage. There are no landlords to negotiate with, no capacity constraints imposed by third parties, no contractual barriers between an operator and their own infrastructure, no misaligned incentives between the infrastructure owner and the operator. The economics improve as the platform scales, and the customer experience improves with it. That is what owning the full stack actually means in practice.
When people talk about AI infrastructure, they tend to conflate two very different things. The distinction matters.
Layer 1 is the physical foundation - power, land, substations, data centers. Layer 2 is the compute that sits inside them - GPUs, servers, networking.
IREN has spent eight years securing that Layer 1 advantage. The land. The power. The substations. Data center sites being developed and built across multiple continents. We were building before it was obvious.
And we are deploying Layer 2 into it right now, at scale. GPUs online, generating revenue, building the operational track record that makes every subsequent deployment faster and more credible.
The barriers to entry are already forming. Developing a large-scale new data center today wonโt be online until the end of the decade. And the asset-light neocloud trying to compete by renting capacity is discovering that sites were locked up years ago, and the operators utilizing them arenโt subletting. By the time new entrants solve for land, power and permitting, IREN will have gigawatts online, execution track record, and customer relationships that took years to build. That gap doesnโt close. It compounds.
Vertical integration across both layers is not just a structural advantage, it is a commercial one. Controlling the physical infrastructure and the compute sitting on top of it means faster deployment, greater certainty for customers, tighter operational optimization, and lower dependency risk at every stage. There are no landlords to negotiate with, no capacity constraints imposed by third parties, no contractual barriers between an operator and their own infrastructure, no misaligned incentives between the infrastructure owner and the operator. The economics improve as the platform scales, and the customer experience improves with it. That is what owning the full stack actually means in practice.
Keir Starmer, 2020:
Iโve tried to be constructive.
I appreciate that these are unprecedented times, and the governing is hard.
Iโve tried to be fair, to give the government the benefit of the doubt, but now, with one of the highest death rates in the world,
Iโve tried to be constructive.
I appreciate that these are unprecedented times, and the governing is hard.
Iโve tried to be fair, to give the government the benefit of the doubt, but now, with one of the highest death rates in the world,
on the threshold of one of the deepest recessions anywhere, Iโm afraid there is no doubt this governmentโs incompetence is holding Britain back.
So, letโs be blunt, letโs be brutally honest with ourselves.
So, letโs be blunt, letโs be brutally honest with ourselves.
When you lose an election in a democracy you deserve to.
You donโt look at the electorate and ask them, โWhat were you thinking?โ
You look at yourself and ask, โWhat were we doing?โ
You donโt look at the electorate and ask them, โWhat were you thinking?โ
You look at yourself and ask, โWhat were we doing?โ
This is an extremely important thread for the Indian Gen Z.
1 Why is the Cockroach Janta Party a threat to national security?
Why are they operating from the USA?
Who is behind Abhijit Dipke and his party?
Keep reading this thread for the complete answer.
1 Why is the Cockroach Janta Party a threat to national security?
Why are they operating from the USA?
Who is behind Abhijit Dipke and his party?
Keep reading this thread for the complete answer.
2. Why is CJP being operated from the USA?
According to declassified CIA documents, the Ford Foundation was their partner in financing projects. These projects included political and psychological warfare.
According to declassified CIA documents, the Ford Foundation was their partner in financing projects. These projects included political and psychological warfare.
3. Now let's start with the career of Abhijeet Dipke's boss, Arvind Kejriwal, and Manish Sisodia.
Who funded Kejriwal? Here are the shocking details
Who funded Kejriwal? Here are the shocking details
This Friday of Dhul Hijjah,There are 3 duโas that should NEVER be missing from your list:
Before Maghrib, Recite these powerful duas
Before Maghrib, Recite these powerful duas
Duโa for Husnul Khatimah (A Beautiful Ending)
ุงููููููู ูู ุฅููููู ุฃูุณูุฃููููู ุญูุณููู ุงููุฎูุงุชูู ูุฉู
Allahumma inni asโaluka husnal khatimah.
"O Allah, I ask You for a beautiful ending (to my life)."
Nothing matters more than how you leave this dunya.๏ฟผ
ุงููููููู ูู ุฅููููู ุฃูุณูุฃููููู ุญูุณููู ุงููุฎูุงุชูู ูุฉู
Allahumma inni asโaluka husnal khatimah.
"O Allah, I ask You for a beautiful ending (to my life)."
Nothing matters more than how you leave this dunya.๏ฟผ
2. Duโa for Steadfastness Upon the Religion
This was the duโa the Prophet (๏ทบ) made most frequently
ููุง ู ููููููุจู ุงูููููููุจู ุซูุจููุชู ููููุจูู ุนูููู ุฏูููููู
Ya Muqallib al-qulub, thabbit qalbi โala dinik.
"O Turner of the hearts, keep my heart steadfast upon Your religion."
Never take your guidance for granted, your heart can change overnight๏ฟผ
This was the duโa the Prophet (๏ทบ) made most frequently
ููุง ู ููููููุจู ุงูููููููุจู ุซูุจููุชู ููููุจูู ุนูููู ุฏูููููู
Ya Muqallib al-qulub, thabbit qalbi โala dinik.
"O Turner of the hearts, keep my heart steadfast upon Your religion."
Never take your guidance for granted, your heart can change overnight๏ฟผ
#SupremeCourt hears plea involving issue of reservation for creamy layer of backward classes.
Bench: Justice BV Nagarathna and Justice Ujjal Bhuyan.
Bench: Justice BV Nagarathna and Justice Ujjal Bhuyan.
J Nagarathna: If both parents are IAS officers why should they have reservations?
Advocate Shashank Ratnoo: They were not removed for their salary but because of their status. Because they are a group A employees and they are removed. Group B are also removed.
Advocate Shashank Ratnoo: They were not removed for their salary but because of their status. Because they are a group A employees and they are removed. Group B are also removed.
J Nagarathna: With educational and economic empowerment there is social mobility. So then again to seek reservation for the children, we will never get out of it. That is a matter we have to concern also
"I am ashamed, but I gave up. Please forgive me."
Those were the closing lines of a note left by Nina Litvinova, 80, before she stepped out of a window in Moscow.
๐งตRead her story
Those were the closing lines of a note left by Nina Litvinova, 80, before she stepped out of a window in Moscow.
๐งตRead her story
Nina Litvinova was born in Moscow in 1945 into one of the most consequential Soviet families. Her grandfather Maxim Litvinov ran Stalin's foreign ministry in the 1930s and served as ambassador to Washington during the war. He was Jewish and an open anti-fascist.
[2/16]
[2/16]
Stalin pushed him out in 1939 to clear the way for the MolotovโRibbentrop Pact. After the war, when Litvinov warned American journalists that Moscow would soon turn on the West, Stalin recalled him.
He died in 1951 with a loaded revolver by his bed โย an "insurance policy" against the secret police.
[3/16]
He died in 1951 with a loaded revolver by his bed โย an "insurance policy" against the secret police.
[3/16]
SitRep - 21/05/26 - The Behemoth strike drone
An overview of the daily events in Russia's invasion of Ukraine. Ukraine presented the Behemoth strike drone, a domestic Shahed-type system with range up to 300 km and a 75 kg payload.
REPOST=appreciated
1/X
An overview of the daily events in Russia's invasion of Ukraine. Ukraine presented the Behemoth strike drone, a domestic Shahed-type system with range up to 300 km and a 75 kg payload.
REPOST=appreciated
1/X
Missed the latest?
As usual we start with Russian losses
White Australia Party Inc. & Anor v The Commonwealth of Australia & Ors [2026] HCASJ 15, published by High Court today (link to pdf is in replies). Why Jagot J yesterday refused to deal with application for interlocutory injunctions.
1/4
1/4
Also explains the plaintiffs seek "a declaration that the provisions of the Combatting Antisemitism, Hate and Extremism (Criminal and Migration Laws) Act 2026 (Cth) amending Pt 5.3B of the Criminal Code are invalid as they purport to: (i) authorise ..."
2/4
2/4
"... proscription of a political party contrary to Australian Communist Party v The Commonwealth; 1 (ii) impair the constitutional implied freedom of political communication; and (iii) vest punitive powers in the Executive contrary to the separation of powers in Ch III"
3/4
3/4
#Breaking
Delhi HC issues notices to journalist Saurav Das and AAP leader Gopal Rai on a criminal contempt of court plea alleging that they and other AAP leaders ran a coordinated campaign to target Justice Swarana Kanta Sharma.
@SauravDassss @ArvindKejriwal @AamAadmiParty @Saurabh_MLAgk @AapKaGopalRai
Delhi HC issues notices to journalist Saurav Das and AAP leader Gopal Rai on a criminal contempt of court plea alleging that they and other AAP leaders ran a coordinated campaign to target Justice Swarana Kanta Sharma.
@SauravDassss @ArvindKejriwal @AamAadmiParty @Saurabh_MLAgk @AapKaGopalRai
While Arvind Kejriwal and Saurabh Bharadwaj were also party to the case, the Court noted that they have already been served notice in the suo motu criminal contempt plea.
The Court today was hearing a plea filed by advocate Ashok Chaitanya.
The Court today was hearing a plea filed by advocate Ashok Chaitanya.
The Bench said the criminal contempt by Chaitanya and the suo motu case will be heard together in August.
IF YOU ARE UNEMPLOYEDโฆ HERE IS A 30 DAYS PRAYER THREAD TO PRAY FOR A JOB ๐๐งต
God sees your tears, your applications, your waiting, and your silent prayers.
This season will not last forever.
"For I know the plans I have for you,โ declares the Lord, โplans to prosper you and not to harm you, plans to give you hope and a future." โ Jeremiah 29:11
Read one prayer daily and pray with faith.
Your testimony is coming. ๐ฅ
God sees your tears, your applications, your waiting, and your silent prayers.
This season will not last forever.
"For I know the plans I have for you,โ declares the Lord, โplans to prosper you and not to harm you, plans to give you hope and a future." โ Jeremiah 29:11
Read one prayer daily and pray with faith.
Your testimony is coming. ๐ฅ
DAY 1 โ Prayer for Open Doors
๐ โSee, I have placed before you an open door that no one can shut.โ โ Revelation 3:8
Father, open doors of employment and breakthrough for me. Let opportunities locate me by Your mercy.
๐ โSee, I have placed before you an open door that no one can shut.โ โ Revelation 3:8
Father, open doors of employment and breakthrough for me. Let opportunities locate me by Your mercy.
DAY 2 โ Prayer Against Delay
๐ โThough it linger, wait for it; it will certainly come and will not delay.โ โ Habakkuk 2:3
Lord, every delay concerning my job breakthrough ends today.
๐ โThough it linger, wait for it; it will certainly come and will not delay.โ โ Habakkuk 2:3
Lord, every delay concerning my job breakthrough ends today.
